Roth Conversions
Investor Education Series

Written by Spiral Design on July 27, 2021. Posted in Investor Education, Retirement Resource, Videos, Videos & Podcasts.

Roth ConversionsInvestor Education Series

In this educational video on Roth IRA Conversions, Shaun Fagant, Shareholder Relations, breaks down this strategy that distributes pre-tax dollars (e.g., Traditional IRA, 401(k), 403(b)) into a Roth IRA for the potential for tax-free growth.

Here are some of the topics covered:

Basics of a Roth IRA
Introduction to a Roth Conversion
Advantages and Drawbacks to a Conversion
Frequently Asked Questions

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Where We Were. Where We Are.

Written by Spiral Design on April 13, 2021. Posted in Insights, Videos, Videos & Podcasts.

WHERE WE WERE.
WHERE WE ARE.

Fenimore CEO & CIO John Fox discusses where we were a year ago and where we are today. This video clip is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021.

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Meeting with Management Virtually

Written by Spiral Design on April 13, 2021. Posted in Insights, Videos, Videos & Podcasts.

MEETING WITH MANAGEMENT VIRTUALLY

FAM Dividend Focus Fund Portfolio Manager William Preston discusses virtual meetings with the leaders of our holdings and their effectiveness. This video is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021.

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Outlook for Small-Cap Stocks

Written by Spiral Design on April 13, 2021. Posted in Insights, Videos, Videos & Podcasts.

OUTLOOK FOR SMALL-CAP STOCKS

Fenimore’s Kevin Gioia, Portfolio Manager of the FAM Small Cap Fund, shares his views on small-cap stocks. This video clip is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021.

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Valuation Matters in the Long Run

Written by Spiral Design on April 13, 2021. Posted in Insights, Videos, Videos & Podcasts.

VALUATION MATTERS IN THE LONG RUN

Valuation always matters over the long term explains Fenimore’s CEO & CIO John Fox. This excerpt is from our Fenimore Talks │ Stocks annual event, held in partnership with the University at Albany on March 23, 2021.

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Financial Statements – Know the Numbers: Spotting Indicators Before Investing

Written by Spiral Design on March 29, 2021. Posted in Podcasts, Uncategorized, Videos & Podcasts.

Spotting Indicators Before Investing

Andrew Boord, Portfolio Manager of the FAM Small Cap Fund, discusses how he built a strong foundation for investment research while working with Howard Schilit, author of Financial Shenanigans. Fenimore Director of Sales, Bill McCartan, hosts this engaging conversation.

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The Wealth Effect

Written by Spiral Design on March 11, 2021. Posted in Insights, Podcasts.

The Wealth Effect

Drew Wilson, Co-Manager of FAM Value Fund, discusses the “wealth effect” in an interview. The wealth effect is the notion that changes in consumer asset values (e.g. home, investment portfolio) affect a person’s confidence and willingness to spend.

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Inside FAM Dividend Focus Fund

Written by Spiral Design on March 2, 2021. Posted in Insights, Videos, Videos & Podcasts.

Inside FAM Dividend Focus Fund

Paul Hogan, Co-Manager of the FAM Dividend Focus Fund (FAMEX), explains the investment philosophy behind the fund — a philosophy that led Barron’s to call Paul the fund manager that “has beaten 99% of his peers” over the past half-decade (12/4/19).

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Stress Testing Banks

Written by Solasus Support on February 20, 2021. Posted in Videos, Videos & Podcasts.

STRESS TESTING BANKS

Fenimore Small Cap Strategy Portfolio Manager Andrew Boord discusses how our team’s hands-on management drives our ability to “stress test” banks during COVID-19 and evaluate their place in our portfolio. This video is excerpted from our “Fenimore Talks” event, held in partnership with the University at Albany.

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Enduring, Quality Businesses

Written by Solasus Support on February 20, 2021. Posted in Videos, Videos & Podcasts.

ENDURING, QUALITY BUSINESSES

Fenimore CEO & CIO John Fox says no one can predict the future, that’s why it’s imperative to “own businesses that can do well no matter the environment.” This video is excerpted from our “Fenimore Talks” event, held in partnership with the University at Albany.

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Roth ConversionsInvestor Education Series

WHERE WE WERE.WHERE WE ARE.

MEETING WITH MANAGEMENT VIRTUALLY

OUTLOOK FOR SMALL-CAP STOCKS

VALUATION MATTERS IN THE LONG RUN

Spotting Indicators Before Investing

The Wealth Effect

Inside FAM Dividend Focus Fund

STRESS TESTING BANKS

ENDURING, QUALITY BUSINESSES

WHERE WE WERE.
WHERE WE ARE.